RIM

Redwood Investment Management Portfolio holdings

AUM $943M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.43M 0.52%
51,131
-17,537
52
$5.43M 0.52%
24,839
+4,381
53
$5.42M 0.52%
31,490
+1,644
54
$5.31M 0.51%
137,328
-1,539
55
$4.7M 0.45%
39,578
-3,791
56
$4.04M 0.39%
19,695
+17,871
57
$3.89M 0.37%
13,927
+382
58
$3.77M 0.36%
4,845
+1,305
59
$3.31M 0.32%
412,598
+39,926
60
$3.3M 0.31%
82,179
-9,854
61
$3.29M 0.31%
43,267
-7,522
62
$3.29M 0.31%
519,879
+8,012
63
$3.28M 0.31%
65,588
-8,505
64
$3.28M 0.31%
111,056
+23,274
65
$3.27M 0.31%
113,867
-295
66
$3.27M 0.31%
47,167
+7,783
67
$3.26M 0.31%
257,030
+37,634
68
$3.26M 0.31%
41,082
-112
69
$3.26M 0.31%
17,557
-641
70
$3.25M 0.31%
213,533
+12,911
71
$3.25M 0.31%
28,067
-9,009
72
$3.25M 0.31%
98,840
-7,622
73
$3.25M 0.31%
83,462
+5,634
74
$3.25M 0.31%
195,840
+15,798
75
$3.23M 0.31%
+328,141
1 2
3
4 5